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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,331 | $50,082-25.5% | $93,406-60.0% | $79,858-53.3% |
| Participation rate | 55.1% | 60.9%-5.8pp | 66.8%-11.7pp | 69.6%-14.5pp |
| Annual return | 11.45% | 24.59%-13.1pp | 78.05%-66.6pp | 31.72%-20.3pp |
| Employer contribution / active EE | $599 | $1,303-54.0% | $2,075-71.1% | $2,471-75.8% |
| Participant deferral / active EE | $1,841 | $2,212-16.8% | $3,126-41.1% | $3,740-50.8% |
| Admin fee / account holder | $1,505 | $3,454-56.4% | $5,230-71.2% | $5,306-71.6% |